The Importance of Maintaining Proper Plan Documentation

On April 14, 2026
ACA, ERISA, ICHRA, Section 125, SPD

Maintaining proper documentation for employee benefit plans is an essential compliance responsibility for employers, yet it is often neglected. Most private employers fall under the scope of the Employee Retirement Income Security Act (ERISA), which establishes baseline requirements for benefit plans. One key obligation under ERISA is that welfare benefit plans must be set out […]

On April 7, 2025
ERISA, SPD

There is no excerpt because this is a protected post.

On December 30, 2024
ERISA, SPD

There is no excerpt because this is a protected post.

On November 1, 2019
CHIPRA, COBRA, DOL, ERISA, HIPAA, HRA, SBC, SPD

There is no excerpt because this is a protected post.

On August 24, 2018
AHP, COBRA, DOL, ERISA, HIPAA, IRS, MEWA, SBC, SPD

There is no excerpt because this is a protected post.

On August 20, 2018
COBRA, DOL, HIPAA, HITECH, SPD

There is no excerpt because this is a protected post.

On August 13, 2018
COBRA, DOL, ERISA, Form 5500, SPD

Any business that offers group health insurance and is subject to the Employee Retirement Income Security Act (ERISA) needs to have plan documents in place, including a summary plan description (SPD). Every broker knows that most companies do not have an SPD in place. While the risk is higher for plans without a SPD, […]

On January 22, 2018
ALE, COBRA, EHB, ERISA, Form 5500, FSA, Grandfathered Plans, HDHP, HIPAA, HITECH, HRA, HSA, MHPAEA, Nondiscrimination, PCORI, Preventative Care, QSEHRA, SBC, Section 105, Section 125, SPD

There is no excerpt because this is a protected post.

The Importance of Maintaining Proper Plan Documentation

Protected: Understanding the Summary Plan Description (SPD) Requirements under ERISA

Protected: Revisiting ERISA Plan Documents and SPDs in the New Year

Protected: Make Sure Your Clients Provide the Right Notices During Open Enrollment

Protected: Department of Labor and Internal Revenue Service Issue New AHP Guidance

Protected: Distribute Client Plan Documents the Right Way

Summary Plan Descriptions – Are Your Client’s Documents Sufficient?

Protected: Group Health Plans – Size and Structure Matter